College: Professional School

The Banking and Insurance Services specialization focuses on the principles and practices of financial services, including banking operations, insurance products, risk management, and financial regulations. Students gain skills in financial analysis, investment strategies, insurance underwriting, customer service, and prepare for careers in banking, insurance, financial planning, and related fields.

Learning Objectives:

• Understand the principles of banking and insurance.
• Develop skills in financial analysis and investment strategies.
• Learn about insurance products, underwriting, and risk management.
• Explore banking operations and financial regulations.
• Analyze customer service and relationship management in financial services.
• Develop critical thinking, problem-solving, and decision-making skills.
• Gain practical experience through projects and internships.

Main Curriculum:

1. Introduction to Banking and Insurance
   • Overview of banking and insurance principles, their history, and industry trends.
2. Financial Analysis
   • Basics of financial data analysis and investment opportunities.
3. Investment Strategies
   • Techniques for developing and managing investment portfolios.
4. Insurance Products and Underwriting
   • Understanding various insurance products and the underwriting process.
5. Risk Management
   • Principles of identifying, assessing, and managing financial risks.
6. Banking Operations
   • Managing daily banking operations including deposits, loans, and customer service.
7. Financial Regulations and Compliance
   • Understanding financial regulations, industry standards, and compliance requirements.
8. Customer Service and Relationship Management
   • Techniques for providing excellent customer service and managing client relationships.
9. Financial Planning
   • Developing comprehensive financial plans for individuals and businesses.
10. International Finance
    • Exploring global financial markets and international banking practices.
11. Portfolio Development
    • Creating a professional portfolio showcasing banking and insurance skills.
12. Practical/Applied Training
    • Hands-on experiences in banks, insurance companies, financial planning firms, or investment firms.
13. Capstone Project
    • An integrative project applying banking and insurance skills, such as financial planning, managing investment portfolios, or conducting risk assessments.

Assessment Methods:

• Analysis of banking and insurance principles
• Financial analysis projects
• Investment strategy projects
• Insurance products and underwriting projects
• Risk management projects
• Banking operations projects
• Financial regulations and compliance projects
• Customer service and relationship management projects
• Financial planning projects
• International finance projects
• Portfolio development projects
• Internship reports
• Capstone projects and presentations

Recommended Textbooks:

• "Introduction to Banking and Insurance"
• "Financial Analysis"
• "Investment Strategies"
• "Insurance Products and Underwriting"
• "Risk Management"
• "Banking Operations"
• "Financial Regulations and Compliance"
• "Customer Service and Relationship Management"
• "Financial Planning"
• "International Finance"
• "Portfolio Development"

Prerequisites:

Basic knowledge of finance and economics, with an interest in banking and insurance.

Duration of Specialization:

The program typically lasts for 4 years to obtain a Bachelor's degree in Banking and Insurance.

Certification:

Graduates may obtain certifications such as:

• Certified Financial Analyst (CFA)
• Certified Financial Planner (CFP)
• Certified Insurance Counselor (CIC)
• Certificates in specific banking and insurance programs

Target Audience:

Aspiring bankers, insurance professionals, financial planners, and investment managers seeking careers in banks, insurance companies, financial planning firms, investment firms, and related fields. This specialization equips students with the financial and analytical skills needed to excel in banking and insurance, supporting careers in various roles within banks, insurance companies, financial planning firms, investment firms, and related fields.